About The Position

The Sr. Equipment Finance, Leasing Specialist is a high-performing sales professional responsible for providing equipment finance and lease financing solutions to Bank of America clients, primarily targeting companies with revenues between $50MM and $2BN. The role involves extensive client relationship management, sales activities, and a strong understanding of credit and tax leasing. The position requires a proven track record in sales, with a focus on prospecting and cold calling, and the ability to manage multiple tasks effectively. Extensive travel is required for this role.

Requirements

  • 7-10 years of direct equipment leasing sales experience preferred.
  • Exceptional customer/client relationship management skills.
  • In-depth industry and market knowledge including competitive environment and economic conditions.
  • Exceptional analytical and financial analysis skills.
  • Comprehensive understanding of financial and accounting concepts, including GAAP and tax accounting.
  • Proven ability for client prospecting and territory development.
  • Proven negotiation skills and clear communication abilities.
  • Proficiency with MS Office software applications.

Nice To Haves

  • Bachelor's degree in accounting, finance, economics, math, engineering, or other business concentration or equivalent work experience.
  • Strong work ethic and ability to multi-task.
  • Preference for credit and tax leasing knowledge.

Responsibilities

  • Provide equipment finance and lease financing solutions to clients and prospects.
  • Manage client relationships and develop new business opportunities.
  • Conduct prospecting and cold calling to identify potential clients.
  • Assess customer needs and provide tailored financing solutions.
  • Negotiate terms and conditions of lease agreements.
  • Maintain in-depth knowledge of industry trends and competitive landscape.
  • Ensure compliance with regulatory requirements and internal policies.

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What This Job Offers

Job Type

Full-time

Career Level

Senior

Industry

Credit Intermediation and Related Activities

Education Level

Bachelor's degree

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